Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40M+ 2697.29% |
$934M - $955M
|
41.5M
$976M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.16M+ 2357.01% |
$190M - $195M
|
8.51M
$200M
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.31MNew |
$170M - $174M
|
7.31M
$172M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
4.67M+ 362.52% |
$109M - $111M
|
5.95M
$140M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.62M+ 161.81% |
$84.4M - $86.3M
|
5.86M
$138M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.08M+ 41.53% |
$71.8M - $73.4M
|
10.5M
$247M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.86M+ 33.08% |
$66.8M - $68.3M
|
11.5M
$271M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
2.7M+ 9.61% |
$63M - $64.4M
|
30.8M
$724M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.11M+ 2473.21% |
$49.2M - $50.3M
|
2.2M
$51.6M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.67M+ 101.9% |
$38.9M - $39.8M
|
3.31M
$77.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.59M+ 24.07% |
$37M - $37.9M
|
8.19M
$192M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.25M+ 544.68% |
$29.2M - $29.8M
|
1.48M
$34.8M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.09MNew |
$25.5M - $26.1M
|
1.09M
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
842K+ 150.55% |
$19.6M - $20.1M
|
1.4M
$32.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
660K+ 12.98% |
$15.4M - $15.7M
|
5.75M
$135M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
619KNew |
$14.4M - $14.7M
|
619K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
579K+ 82.81% |
$13.5M - $13.8M
|
1.28M
$30M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
575KNew |
$13.4M - $13.7M
|
575K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
528K+ 210.99% |
$12.3M - $12.6M
|
778K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
498K+ 111.64% |
$11.6M - $11.9M
|
944K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
446K+ 81.01% |
$10.4M - $10.6M
|
996K
$23.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
434K+ 5093.67% |
$10.1M - $10.4M
|
443K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
420KNew |
$9.79M - $10M
|
420K
$9.87M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
361K+ 42.39% |
$8.42M - $8.6M
|
1.21M
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
303K+ 96.6% |
$7.07M - $7.23M
|
617K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
298K+ 36.67% |
$6.96M - $7.11M
|
1.11M
$26.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
262K+ 13.17% |
$6.1M - $6.24M
|
2.25M
$52.8M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
254K+ 586.83% |
$5.93M - $6.06M
|
297K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
240K+ 4.82% |
$5.6M - $5.72M
|
5.22M
$123M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
230K+ 16.21% |
$5.37M - $5.49M
|
1.65M
$38.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
226K+ 1102.58% |
$5.27M - $5.38M
|
246K
$5.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
197K+ 56.1% |
$4.58M - $4.69M
|
547K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
191KNew |
$4.45M - $4.54M
|
191K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
187KNew |
$4.36M - $4.46M
|
187K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
186K+ 230.17% |
$4.35M - $4.44M
|
267K
$6.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
180K+ 920.8% |
$4.19M - $4.28M
|
199K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
178K+ 32.3% |
$4.14M - $4.23M
|
727K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167K+ 22.65% |
$3.9M - $3.99M
|
907K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167K+ 8.39% |
$3.88M - $3.97M
|
2.15M
$50.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
164K+ 45.3% |
$3.82M - $3.91M
|
525K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
159KNew |
$3.71M - $3.8M
|
159K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
154K+ 21.86% |
$3.59M - $3.67M
|
858K
$20.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152KNew |
$3.53M - $3.61M
|
152K
$3.56M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
145K+ 15.56% |
$3.38M - $3.45M
|
1.07M
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
144K+ 0.91% |
$3.36M - $3.43M
|
15.9M
$374M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
130K+ 406.24% |
$3.04M - $3.11M
|
163K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
129K+ 17.24% |
$3.02M - $3.08M
|
879K
$20.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
117K+ 20.86% |
$2.74M - $2.8M
|
680K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110K+ 6.01% |
$2.57M - $2.63M
|
1.95M
$45.8M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
108K+ 20.8% |
$2.51M - $2.57M
|
625K
$14.7M
|